A special needs trust allows families in Bee Cave to provide for a loved one with a disability without jeopardizing their eligibility for critical government benefits like Medicaid, Supplemental Security Income (SSI), and other needs-based programs.

There are two main types of special needs trusts. A third-party special needs trust is funded by family members and is typically established as part of the family’s estate plan. A first-party (self-settled) special needs trust is funded with the disabled person’s own assets, often from an inheritance, personal injury settlement, or other source.

Our office helps families in Bee Cave determine which type of special needs trust is appropriate, draft the trust to comply with all federal and state requirements, and coordinate the trust with the beneficiary’s government benefits. We also provide ongoing guidance to trustees on proper distributions that supplement rather than supplant government benefits.

We serve clients throughout Bee Cave and the surrounding Hill Country communities, including Westlake Hills, Dripping Springs, Lakeway, and Steiner Ranch.

Schedule a Consultation

If you are looking for experienced legal guidance in Bee Cave, contact the Law Office of Zachary D Kamykowski, PLLC today. Attorney Zachary D. Kamykowski works closely with individuals and families throughout Bee Cave and the greater Lake Travis and western Austin corridor to develop personalized plans that protect what matters most. Call our office or use our online contact form to schedule your consultation.

Related Services

• Trust Administration in Bee Cave, TX
• Medicaid Planning in Bee Cave, TX

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